cbusguy's Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $44,833 $3,705 9.01%
Stocks $213,046 $15,545 7.87%
Bonds $76,221 $49 0.06%
Annuities $384,966 $8,381 2.23%
Retirement $585,004 $28,131 5.05%
Home $421,000 $2,000 0.48%
Cars $17,000 - -
Personal Property $10,000 - -
Other Assets $15,188 ($68) (0.45%)
$1,767,258 $57,743 3.38%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $194,747 ($1,456) (0.74%)
Credit Cards $953 $64 7.20%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $195,700 ($1,392) (0.71%)
Net Worth $1,571,558 $59,135 3.91%
*All values shown in USD ($)
Notes:
Spent about $6k in furniture and home improvements so far in 2021.

Annuities = current public sector defined benefit account value. Stocks and bonds = Vanguard brokerage account. Retirement = two 457 accounts, one Roth 457 account and Roth IRA. Other assets = 529 account for my nephew. All credit card debt paid off in full monthly.

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